Merck & Co., Inc.
MRK- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000310158
In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,855 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.
13F holders, Q1 2025
Institutional positions in Merck & Co., Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,459
- −96 vs. Q4 2024
- Shares held
- 1.98B
- +20.8M (+1.1%) vs. Q4 2024
- Total value
- $177.7B
- −$17.2B (−8.8%) vs. Q4 2024
- New holders
- 180
- 1,353 more added
- Sold out
- 276
- 1,599 more reduced
63 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $152.1B |
| Q4 2021 | 2,910 | $142.2B |
| Q3 2021 | 2,658 | $138.8B |
| Q2 2021 | 2,684 | $144.3B |
| Q1 2021 | 2,693 | $143.2B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 370 | $33.5K | 0.02% | −52−12.3% | Reduced |
| Spurstone Advisory Services, LLC | 374 | $33.6K | 0.65% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 377 | $34.0K | 0.00% | +221+141.7% | Added |
| Front Row Advisors LLC | 378 | $34.2K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 385 | $34.6K | 0.03% | +30+8.5% | Added |
| Tradewinds Capital Management, LLC | 386 | $34.7K | 0.01% | −11−2.8% | Reduced |
| Western Pacific Wealth Management, LP | 392 | $35.2K | 0.03% | 00.0% | Unchanged |
| Hurley Capital, LLC | 394 | $35.4K | 0.03% | +1+0.3% | Added |
| Park Circle Co | 400 | $35.9K | 0.03% | 00.0% | Unchanged |
| JDM Financial Group LLC | 400 | $35.9K | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 400 | $35.9K | 0.01% | +400 | New |
| Louisbourg Investments Inc. | 402 | $36.1K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 403 | $36.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 410 | $36.8K | 0.01% | −84−17.0% | Reduced |
| Horizon Bancorp Inc | 407 | $37.0K | 0.02% | −10,007−96.1% | Reduced |
| Accent Capital Management, LLC | 420 | $38.0K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 429 | $38.5K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 435 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 460 | $39.2K | 0.03% | +460 | New |
| Minot DeBlois Advisors LLC | 443 | $39.8K | 0.04% | −5−1.1% | Reduced |
| Frazier Financial Advisors, LLC | 445 | $40.0K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 447 | $40.1K | 0.03% | −6−1.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 450 | $40.4K | 0.02% | +450 | New |
| Fiduciary Advisors, Inc. | 453 | $40.7K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 455 | $40.8K | 0.01% | +10+2.2% | Added |
| MPWM Advisory Solutions, LLC | 456 | $40.9K | 0.03% | +1+0.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 465 | $41.8K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 477 | $42.8K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 496 | $44.5K | 0.03% | +56+12.7% | Added |
| GKV Capital Management Co., Inc. | 500 | $44.9K | 0.02% | −350−41.2% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $44.9K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 509 | $45.7K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 515 | $46.2K | 0.02% | −444−46.3% | Reduced |
| Fiduciary Wealth Partners, LLC | 533 | $47.8K | 0.04% | +533 | New |
| MJT & Associates Financial Advisory Group, Inc. | 536 | $48.1K | 0.05% | +536 | New |
| Capital A Wealth Management, LLC | 550 | $49.4K | 0.05% | −421−43.4% | Reduced |
| Future Financial Wealth Managment LLC | 553 | $49.6K | 0.04% | −50−8.3% | Reduced |
| Accordant Advisory Group Inc | 563 | $50.5K | 0.05% | 00.0% | Unchanged |
| Elite Financial, Inc. | 571 | $51.0K | 0.03% | +571 | New |
| Roble, Belko & Company, Inc | 577 | $52.0K | 0.01% | +251+77.0% | Added |
| Mascoma Wealth Management LLC | 593 | $53.2K | 0.01% | −194−24.7% | Reduced |
| Copeland Capital Management, LLC | 600 | $53.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 601 | $54.0K | 0.00% | −171−22.2% | Reduced |
| ORG Wealth Partners, LLC | 631 | $55.2K | 0.02% | +575+1,026.8% | Added |
| Gleason Group, Inc. | 630 | $56.6K | 0.01% | +5+0.8% | Added |
| Parkworth Wealth Management, Inc. | 633 | $56.8K | 0.05% | +5+0.8% | Added |
| ROSS\JOHNSON & Associates LLC | 641 | $57.5K | 0.99% | +18+2.9% | Added |
| Quest 10 Wealth Builders, Inc. | 642 | $57.6K | 0.06% | +13+2.1% | Added |
| Bellevue Asset Management, LLC | 675 | $60.6K | 0.03% | +3+0.4% | Added |
| Holos Integrated Wealth LLC | 681 | $61.1K | 0.04% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 693 | $62.2K | 0.06% | −19−2.7% | Reduced |
| Aspect Partners, LLC | 700 | $62.8K | 0.04% | −25−3.4% | Reduced |
| Wiser Advisor Group LLC | 704 | $63.2K | 0.09% | +5+0.7% | Added |
| Richardson Financial Services Inc. | 708 | $63.5K | 0.05% | −261−26.9% | Reduced |
| Battery Global Advisors, LLC | 718 | $65.0K | 0.04% | 00.0% | Unchanged |
| Vega Investment Solutions | 728 | $65.3K | 0.01% | +728 | New |
| Atwood & Palmer Inc | 730 | $65.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 730 | $66.0K | 0.00% | −430−37.1% | Reduced |
| Retirement Wealth Solutions LLC | 742 | $66.6K | 0.05% | +92+14.2% | Added |
| Principia Wealth Advisory, LLC | 833 | $68.2K | 0.07% | +12+1.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 760 | $68.2K | 0.13% | −31−3.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 770 | $69.1K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 788 | $70.7K | 0.05% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 788 | $70.8K | 0.06% | −361−31.4% | Reduced |
| Robinswood Financial LLC | 794 | $71.3K | 0.03% | +578+267.6% | Added |
| Centricity Wealth Management, LLC | 809 | $72.6K | 0.07% | +25+3.2% | Added |
| Guardian Wealth Management, Inc. | 817 | $73.4K | 0.05% | −1−0.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 845 | $75.8K | 0.06% | +845 | New |
| Conquis Financial LLC | 840 | $76.1K | 0.08% | −47−5.3% | Reduced |
| Dogwood Wealth Management LLC | 840 | $76.2K | 0.04% | +21+2.6% | Added |
| REAP Financial Group, LLC | 854 | $76.6K | 0.02% | +412+93.2% | Added |
| SJS Investment Consulting Inc. | 873 | $78.4K | 0.01% | −13−1.5% | Reduced |
| Insight Financial Services | 876 | $78.6K | 0.06% | +79+9.9% | Added |
| 1620 Investment Advisors, Inc. | 884 | $79.4K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 902 | $81.0K | 0.07% | −316−25.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 904 | $81.1K | 0.01% | −11−1.2% | Reduced |
| Carolina Wealth Advisors, LLC | 914 | $82.0K | 0.04% | −13−1.4% | Reduced |
| Nordwand Advisors, LLC | 921 | $82.7K | 0.03% | 00.0% | Unchanged |
| S&T Bank | 924 | $82.9K | 0.03% | +241+35.3% | Added |
| Hopwood Financial Services, Inc. | 950 | $85.2K | 0.07% | −116−10.9% | Reduced |
| Proathlete Wealth Management LLC | 956 | $85.9K | 0.03% | +956 | New |
| Curio Wealth, LLC | 2 | $86.9K | 0.05% | −872−99.8% | Reduced |
| Ulland Investment Advisors, LLC | 983 | $88.0K | 0.07% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 985 | $88.0K | 0.03% | +789+402.6% | Added |
| Iron Horse Wealth Management, LLC | 982 | $88.1K | 0.03% | +481+96.0% | Added |
| Hughes Financial Services, LLC | 1,012 | $88.2K | 0.02% | +1,012 | New |
| Saudi Central Bank | 995 | $89.3K | 0.47% | +995 | New |
| DecisionPoint Financial, LLC | 1,000 | $89.8K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $89.8K | 0.04% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,201 | $91.2K | 0.02% | +12+1.0% | Added |
| Centerpoint Advisors, LLC | 1,035 | $93.0K | 0.03% | −466−31.0% | Reduced |
| Fairman Group, LLC | 913 | $93.3K | 0.09% | −518−36.2% | Reduced |
| Montag & Caldwell, LLC | 1,052 | $94.4K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,052 | $94.5K | 0.09% | −1−0.1% | Reduced |
| Bellwether Advisors, LLC | 1,058 | $95.0K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,058 | $95.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 1,064 | $95.5K | 0.03% | +711+201.4% | Added |
| FSA Wealth Management LLC | 1,071 | $96.1K | 0.04% | −162−13.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,083 | $97.2K | 0.02% | +1,083 | New |
| Fourth Dimension Wealth, LLC | 1,084 | $97.3K | 0.05% | +150+16.1% | Added |